XFIV vs SIZE
Comparison between BONDBLOXX BLOOMBERG FIVE YEAR TARGET DURATION US TREASURY ETF (XFIV, ETF) and ISHARES MSCI USA SIZE FACTOR ETF (SIZE, ETF).
XFIV vs SIZE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
XFIV
$427M
Winner
SIZE
$428M
Expense Ratio
Winner
XFIV
0.05%
SIZE
0.15%
Max Drawdown
Winner
XFIV
7.83%
SIZE
39.15%
Sharpe Ratio
XFIV
-0.39
Winner
SIZE
0.86
5Y Beta
Winner
XFIV
-0.01
SIZE
0.87
P/E Ratio
XFIV
N/A
SIZE
24.14
Forward P/E
XFIV
N/A
SIZE
17.77
PEG Ratio
XFIV
N/A
SIZE
0.29
5Y Dividends CAGR
XFIV
N/A
SIZE
9.56%
5Y EPS CAGR
XFIV
N/A
SIZE
12.33%
Debt to Equity
XFIV
N/A
SIZE
31.11%
P/S Ratio
XFIV
N/A
SIZE
2.05
P/B Ratio
XFIV
N/A
SIZE
3.34
XFIV vs SIZE - Historical Returns
Returns include dividend reinvestment.
1M
XFIV
-0.05%
Winner
SIZE
+1.19%
3M
XFIV
-0.94%
Winner
SIZE
+5.01%
6M
XFIV
-0.38%
Winner
SIZE
+6.89%
1Y
XFIV
+2.18%
Winner
SIZE
+15.42%
5Y(CAGR)
XFIV
N/A
SIZE
+8.12%
10Y(CAGR)
XFIV
N/A
SIZE
+11.57%
Max(CAGR)
XFIV
+3.10%
Winner
SIZE
+11.89%
XFIV vs SIZE - Annual Returns (2013 - 2026)
Returns include dividend reinvestment.
| Year | XFIV | SIZE |
|---|---|---|
| 2026 | -0.63% | +9.73% |
| 2025 | +7.47% | +10.84% |
| 2024 | +1.82% | +14.77% |
| 2023 | +4.07% | +18.03% |
| 2022 | -0.57% | -15.76% |
| 2021 | N/A | +27.05% |
| 2020 | N/A | +15.82% |
| 2019 | N/A | +29.23% |
| 2018 | N/A | -6.57% |
| 2017 | N/A | +18.56% |
| 2016 | N/A | +15.89% |
| 2015 | N/A | +1.92% |
| 2014 | N/A | +16.07% |
| 2013 | N/A | +16.41% |
XFIV vs SIZE Drawdown Comparison
The maximum drawdown for XFIV was -6.38%, occurring on Oct 19, 2023. Recovery took 163 trading sessions.
The maximum drawdown for SIZE was -39.15%, occurring on Mar 23, 2020. Recovery took 163 trading sessions.
The current XFIV drawdown is -2.32%. The current SIZE drawdown is -1.77%.
| Rank | XFIV | SIZE |
|---|---|---|
| #1 | -6.38% May 4, 2023 - Dec 27, 2023 | -39.15% Feb 20, 2020 - Oct 12, 2020 |
| #2 | -4.47% Sep 16, 2024 - Apr 3, 2025 | -24.01% Nov 16, 2021 - Feb 15, 2024 |
| #3 | -3.89% Jan 18, 2023 - Mar 17, 2023 | -18.71% Nov 29, 2024 - Jul 3, 2025 |
| #4 | -3.71% Sep 16, 2022 - Dec 1, 2022 | -18.66% Sep 21, 2018 - Mar 21, 2019 |
| #5 | -3.50% Feb 1, 2024 - Jul 11, 2024 | -12.77% Aug 17, 2015 - Apr 1, 2016 |
| #6 | -2.90% Feb 27, 2026 - May 19, 2026 | -7.97% Feb 26, 2026 - Apr 17, 2026 |
| #7 | -2.11% Apr 4, 2025 - Apr 30, 2025 | -7.70% Jan 26, 2018 - Aug 17, 2018 |
| #8 | -1.99% Apr 30, 2025 - Jun 25, 2025 | -7.11% Jul 24, 2019 - Nov 1, 2019 |
| #9 | -1.73% Dec 15, 2022 - Jan 9, 2023 | -6.97% Sep 8, 2014 - Oct 30, 2014 |
| #10 | -1.57% Apr 6, 2023 - May 3, 2023 | -6.92% Apr 30, 2019 - Jun 20, 2019 |
| #11 | -1.22% Mar 23, 2023 - Apr 4, 2023 | -6.51% Mar 28, 2024 - Jul 16, 2024 |
| #12 | -1.19% Mar 17, 2023 - Mar 23, 2023 | -6.19% Oct 12, 2020 - Nov 5, 2020 |
| #13 | -1.19% Dec 27, 2023 - Feb 1, 2024 | -6.03% Jul 16, 2024 - Aug 19, 2024 |
| #14 | -1.07% Jun 30, 2025 - Aug 1, 2025 | -5.71% Oct 27, 2025 - Dec 3, 2025 |
| #15 | -1.00% Aug 5, 2024 - Aug 21, 2024 | -5.50% May 21, 2013 - Jul 22, 2013 |
Correlation
Correlation between XFIV and SIZE is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2013 - 2026)
XFIV vs SIZE dividend yield comparison.
| Year | XFIV | SIZE |
|---|---|---|
| 2026 | 1.95% | 0.60% |
| 2025 | 4.05% | 1.50% |
| 2024 | 3.92% | 1.53% |
| 2023 | 3.63% | 1.42% |
| 2022 | 1.06% | 1.59% |
| 2021 | 0.00% | 1.19% |
| 2020 | 0.00% | 1.43% |
| 2019 | 0.00% | 1.35% |
| 2018 | 0.00% | 2.43% |
| 2017 | 0.00% | 1.58% |
| 2016 | 0.00% | 1.88% |
| 2015 | 0.00% | 1.95% |
| 2014 | 0.00% | 1.78% |
| 2013 | 0.00% | 1.41% |
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